AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Capital Allocators – Inside the Institutional Investment Industry
Do You Want to Compete and Have a One and 50 Chance of the Deck a Billion Dollar Company?
We've always been deeply jealous of the people that invest in ind sarfware companies. Those are game changing businesses where winner can take all, and market share can be in excess of 60 or 70%. Margins are high, and theyre great. The problem is there are a lot of competitors in many of those businesses. Do you want to try to compete and have a one and 50 chance of the deck a billion dollar company? Or do you want to invest with a higher probability, let's say, a 20 % chance?"
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode